Hanafara is a registered investment advisor founded in December 2025 and based in Raleigh, North Carolina. The firm is led by Elliott Dimery-McCown, who serves as the Chief Compliance Officer and holds the Certified Financial Planner designation. Hanafara specializes in wealth management services, combining personalized investment management with comprehensive financial planning. When managing portfolios, Hanafara builds customized asset allocations primarily using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may also utilize independent investment managers or model portfolios through platforms like Altruist. Financial planning is offered at no additional fee to wealth management clients and covers a wide range of areas including retirement planning, cash flow and debt management, tax strategies, estate planning, insurance analysis, college savings, employee benefits, and business planning. Hanafara operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Household accounts may be aggregated for fee calculation. Financial planning is included at no additional fee. If outside managers are used, their fees are separate, but total combined fees will not exceed 2%.